Services

Owned by Tracy Archuleta
Last updated: May 19, 2022 by Emily Goleski
3 min read

Add Environmental Services

From the Prevention Tracking page:

  1. Click the teal link of the Synar Project to submit the Service.

  2. Click the Add Service button drop-down and click Environmental.

  3. Click the Start Date of Activity field and select a date from the calendar or manually enter a date.

  4. Click the End Date of Activity field and select a date from the calendar or manually enter a date.

  5. Select Populations Served. This field is multi-select; select all that apply.

  6. Select OSAP Details. This field is multi-select; select all that apply.

  7. Indicate the % of time spent on each OSAP strategy. Percentages must add up to 100%.

  8. Click Save to add the service, or Cancel to go back to the Project / Fiscal Year page.

Tip: If only one OSAP Detail option is selected, you will not be required to indicate percentages of time spent.

Add Provider Invoice Upload

From the Prevention Tracking page:

  1. Click the teal link of the Synar Project to submit the Service.

  2. Click the Add Service button drop-down and click Provider Invoice Upload.

  3. Click the Start Date of Activity field and select a date from the calendar or manually enter a date.

  4. Click the End Date of Activity field and select a date from the calendar or manually enter a date.

  5. Specify the Cost of Activity (all costs associated with the delivery of activity).

  6. Click the Choose File button and upload a Signed PDF.

  7. Select Yes or No in the ‘Are you required to provide supporting documentation’ field.

  8. Click the Choose File button(s) and upload Supporting Files (only required if you selected Yes in step #7).

  9. Select the Acknowledgement box to acknowledge that you have verified dates, amounts, and signatures in the attached files.

  10. Click Save to add the service, or Cancel to go back to the Project / Fiscal Year page.

Tip: Once a service is added, it will appear on the Project / Fiscal Year page.  All services on the Project / Fiscal Year page are considered ‘Outstanding’ and have not yet been invoiced.

Tip: You can edit/delete the Service until it is processed into an invoice, which happens at 12:01 am on the first day of each month.  At that point, it is no longer editable. To remove the Service, click Delete. To Edit a Service, click on the corresponding teal link to open, make changes, and click Save.